Roseiry Vargas
Paterson,NJ
Summary
Experienced banking professional with 10+ years of success in client relationship management, sales performance, operational accuracy, and team support across Valley Bank and JP Morgan Chase Bank. I’m known for delivering exceptional customer experiences, strengthening client loyalty, and driving results through consultative conversations and proactive problem‑solving.
Overview
2
2
Languages
1
1
Certification
11
11
years of professional experience
Work History
Relationship Banker
Valley Bank
12.2025 - Current
- Identified customer needs and recommended tailored solutions, driving sales growth and improving client retention.
- Delivered elevated client experiences aligned with brand standards, consistently maintaining 100%+ customer satisfaction scores.
- Delivered seamless service by opening and servicing accounts with precision, accuracy, and compliance.
- Ensured all documentation and servicing activities met strict regulatory and policy requirements, maintaining brand trust and operational integrity.
- Generated referrals to specialized teams, increasing branch revenue and strengthening cross-department collaboration.
- Collaborated with leadership to streamline processes and enhance service delivery, achieving daily performance objectives.
Associate Banker Market Expansion
JP Morgan Chase Bank NA
05.2023 - 07.2025
- Managed customer account lifecycle by effectively modifying, opening, and closing accounts.
- Processed customer transactions efficiently and accurately.
- Delivered high-quality client experience while balancing sales goals and ensuring operational accuracy and compliance.
- Maintained detailed records of client interactions and account information to support relationship management and monitor business activity effectively.
- Maintained precise operational documentation and tracked corrective actions to ensure ongoing audit readiness and compliance.
- Performed document review and notarial services while ensuring accuracy, compliance with bank policies and proper execution of legal documentation.
- Supported daily store operations by ensuring timely, accurate transaction processing and a seamless client experience.
- Collaborated with team members to improve customer service practices and streamline workflows, enhancing overall client satisfaction.
Associate Banker
JP Morgan Chase Bank NA
09.2017 - 05.2023
- Executed accurate processing of customer deposits and withdrawals, ensuring daily cash drawer balance.
- Managed account openings, closures, and updates per customer needs.
- Facilitated account management and service requests, enhancing client satisfaction.
- Addressed and resolved customer issues, fostering positive client relationships.
- Delivered customer service by addressing inquiries and requests for information promptly.
- Supported branch operations through documentation management and record keeping.
- Provided customer service by attending to their inquiries and requests for information.
- Conducted training sessions for new employees to ensure they understood company policies and procedures. during onboarding.
Teller
JP Morgan Chase Bank NA
12.2015 - 09.2017
- Performed cash handling duties including counting currency, coins and checks.
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and product information.
- Maintained cash drawer and balanced daily financial transactions.
- Identified and reported suspicious activities to ensure security compliance.
Education
Associate of Science - Business Administration
Passaic County Community College
Paterson, NJ05.2025
Skills
- Client Relationship Management
- Client Needs Assessments
- Regulatory Compliance
- Transaction Processing
- Regulatory Compliance
- Risk Management
- Problem Solving
- Operational Support
- Financial Transactions
- Detail-oriented
- Workflow Optimization
- Marketing
- Salesforce
Certification
Notary Public, State of New Jersey
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Relationship Banker
Valley Bank
12.2025 - Current
Associate Banker Market Expansion
JP Morgan Chase Bank NA
05.2023 - 07.2025
Associate Banker
JP Morgan Chase Bank NA
09.2017 - 05.2023
Teller
JP Morgan Chase Bank NA
12.2015 - 09.2017
Associate of Science - Business Administration
Passaic County Community College